4 min read

Feature

Admins on the WorkCanvas account are members with extended rights to manage the account, including user management 👑

All WorkCanvas administration settings are managed via the monday.com Administration section. If you have an existing monday.com account, WorkCanvas will be automatically linked to that account. However, if your WorkCanvas account is independent of a monday.com account, then a Free Plan monday.com account will be created for you to enable administration services.

Access the Administration page

The Administration section of your WorkCanvas account is where admins can manage account settings, including user management. To access the Administration page, click on your profile icon at the top right-hand corner of your homepage and select "Settings." You will be taken directly to your Administration page.

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Invite Users

Within WorkCanvas

On the home page, in the upper right-hand corner, click on the “Invite” button to send an email invitation to invite members to your WorkCanvas account.

WC- Invite to the Account Final.png

As an admin, you can manage the number of seats in your account and adjust your paid plan accordingly. To access the management of account members, click on your profile image at the top right-hand corner of your home page and select "Account members."

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From within the Administration page

To invite new members via the Administration section, in the "Users" tab, select the blue "Invite" button at the top right-hand corner of the page. In the window that appears, enter the new user's email address.

WC- Add new user via Admin section.gif

Assigning a product to existing users

Existing users who have access to other monday.com products on your account can easily be added as members of WorkCanvas from the Administration page. Within the "Users" tab, click on the "Product" icon next to the user's name and select the checkbox next to the product you would like to grant them access to.

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Manage user roles

From the "Users" tab on the left-hand panel of the Administration page, admins can see all users on their account and manage their roles. The "User role" is next to each user's name. To change roles, click on the drop-down arrow in the "User role" box and select the role you would like to assign to that user.

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Note: monday.com Guests and Viewers will not be able to access your WorkCanvas account. Read our article on WorkCanvas user types to understand the different roles available on your WorkCanvas account.

Viewer Restricted user

With the Viewer Restricted permission, members of one of your other monday.com product accounts will have restricted access to your WorkCanvas account. This ensures you maintain your desired number of seats within the product and provides access only to members for whom the product is relevant.

From within the "Users" tab in the Administration section, you can see which products each user is a member of. In the below image, you can see "Guy" is a member of both Work Management and WorkCanvas, whereas "Ofir" is only assigned to "Work Management":

If a user on the account does not have the WorkCanvas product assigned to them on the Administration page, they will have restricted access to the WorkCanvas product and will only be able to view or leave comments on a canvas. There will be a "Viewer" box that appears in the top left-hand corner of their home page.

If the viewer-restricted user attempts to make any edits or add a canvas, they will be notified of the restriction and prompted to request access from the account admin.

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Note: At present, this permission feature is only available for Enterprise accounts and will be rolled out gradually in time. Stay tuned 🤩

Deactivate users

If you would like to remove a user from the account, you can easily deactivate them. To deactivate a user, locate the desired user and click on the three dots to the far right of the user's name. From the resulting menu, select "Deactivate user".

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After clicking on "Deactivate user" as shown above, the deactivated user will no longer have access to the WorkCanvas account that they were previously a part of.

Once a user has been deactivated, you can delete their details from the system. To do so, click on the three dots to the far right of the user's name and select "Delete user details."

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